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Biotech / Medical : XOMA. Bull or Bear? -- Ignore unavailable to you. Want to Upgrade?

To: Cacaito who wrote (16381)	10/30/2003 4:47:47 PM
From: Robert K.	Respond to of 17367

I said I "thought " you were a biogen fan and I was attempting to do you a favor, but all I get is a slap in the face. Cacaito> you are 100% correct about rituxan royalty give away. If they held that they woulda had a whole lot more, but I suspect there were other forces at play like >dna & xoma had a "relationship" and xoma wanted to stay on good terms. You could make the VERY SAME argument that dna gave away 25% of Raptiva to xoma. In any case picking a fight with dna over that royalty would have cost xoma money and good relations with a great partner, perhaps even threatening the sweet raptiva deal that EVOLVED. skd always, no facts, all imo